top of page

Our Recent Posts






Our Founder In Media
Archive
Tags


Crypto's Biggest Story Was a Bank
This week overview (August 10-14, 2026):
• Lumilens emerged from stealth with a $700M Series C at a $5.51B valuation.
• Corma raised a $60M seed led by Sequoia Capital for AI foundation models purpose-built for cyber defense.
• xAI shipped Grok 4.6, matching GPT-5.6 Sol on the Artificial Analysis Intelligence Index.
• Erebor Bank in talks to raise $1.5B.
• River Markets raised an $8.5M seed led by Haun Ventures.
24 hours ago5 min read


AI Agents Are Now a Big Enough Attack Surface to Need Their Own Industry. This Week Proved It
AI Agents Are Now a Big Enough Attack Surface to Need Their Own Industry. This Week Proved It
This Week Overview (August 3 - August 7, 2026)
Aug 94 min read


Did Bitcoin Fail Satoshi's Vision? Brian Armstrong Says "Yes", And Names What Replaced It
Coinbase co-founder and CEO Brian Armstrong sat for a episode of Nikhil Kamath's People by WTF (Ep. 24, released July 16, 2026) — India's biggest business podcast, hosted by a founder who opens by admitting he has "never bought any crypto." Brian Armstrong: "I think it's fair to say at this point that Bitcoin has succeeded as a store of value, and I don't think it has become a medium of exchange."
Jul 293 min read


AI Funding Heats Up as Crypto Awaits Its Regulatory Green Light
This Week Overview (July 20 - July 24, 2026):
• Meshy raised nearly $400M Series B at a $1.5B valuation, the largest round to date for a company built specifically on AI-powered 3D generation.
• Augustus raised $180M Series B led by Tiger Global at a $1B valuation to build a federally chartered “Global Dollar Bank”.
• Glow emerged from stealth with $180M Series A at a $1.2B valuation, building AI-native endpoint security.
• Movement Labs filed for Chapter 11 bankruptcy,
Jul 245 min read


This Week: Fireworks, Emergent, Glacis Labs, Binance, GENIUS Act
• Fireworks AI closed a $1.505 billion Series D at a $17.5 billion valuation.
• Emergent, an Indian AI-coding startup barely a year old, raised a $130 million Series C led by Creaegis, becoming a unicorn at a $1.5 billion valuation.
• Glacis Labs raised a $6.8 million seed for ZeroDelta, its multichain crypto clearinghouse, backed by Franklin Templeton and Coinbase Ventures.
• Binance launched U.S. equities trading and previewed bStocks, tokenized U.S. stocks designed f
Jul 175 min read


This Week: Joulent, Together AI, Venice, GENIUS Act
This Week Overview (June 30 – July 3, 2026):
Joulent secured $1.75 billion from National Grid Ventures, which takes a 35% stake, to build a 2.67-gigawatt gas power plant in West Texas ("Project Kilby").
Together AI closed an $800 million Series C led by Aramco Ventures at an $8.3 billion valuation.
Venice AI raised its first-ever outside round: $65 million at a $1 billion valuation.
Five federal regulators proposed KYC rules for stablecoin issuers under the GENIUS Act.
Jul 34 min read


Brian Armstrong: Rebuilding Coinbase Around Intelligence
Brian Armstrong, CEO of Coinbase, sat down with Molly O'Shea at Sourcery on June 26, 2026. In under an hour, he laid out a thesis that goes well beyond crypto: 4 billion unbrokered people, 1,200 AI agents inside Coinbase, a first-ever SEC-registered AI investment advisor, and a view of the world where economic freedom is not a feature — it's a prerequisite for everything else.
Jun 293 min read


This Week: Odyssey, Dream, Ripple, Morgan Stanley, Franklin Templeton
This week drew a clear line between two parallel economies accelerating at the same time: the AI infrastructure race and the institutionalization of digital assets. Venture capital followed the momentum, backing world models, sovereign cybersecurity, and quantum computing while Wall Street quietly filed the paperwork to rewire how dividends and staking rewards flow through crypto rails.
Jun 216 min read


Who Is Building the Next Layer of the Digital Economy?
This week overview (June 8 - June 12, 2026):
• Cyera raised $600 million at a $12 billion valuation, highlighting growing demand for AI-era cybersecurity platforms.
• TensorWave secured $350 million to expand its AMD-powered AI infrastructure.
• Bybit launched IPO Express, bringing tokenized IPO access to retail investors and allowing participation in offerings such as SpaceX.
• NinjaOne surpassed a $12.3 billion valuation after raising over $400 million.
Jun 133 min read


Anatoly Yakovenko: Crypto's Ideas Were Right, The Timing Was Wrong
At Consensus 2026, Solana co-founder Anatoly Yakovenko had a conversation with Ali Yahua from a16z crypto, reflecting on how far the crypto industry has come, and why he believes the next phase of growth will be driven by execution rather than experimentation.
Jun 104 min read
bottom of page






